Wilson Bank & Trust ยท 1 day ago
Customer Solutions Center Specialist
United States
Full-time
Remote
Entry Level
1+ years expWilson Bank & Trust is seeking a Customer Solutions Center Specialist I to assist customers with inquiries and provide quality service. The role involves processing transactions, supporting online banking services, and serving as a liaison between customers and business units to resolve account issues.
BankingCommunitiesFinancial Services
Responsibilities
Assist customers with resolution of inquiries by providing quality service and sales in an efficient and professional manner
Identify customer needs and recommend additional products and services as appropriate
Maintain knowledge of all bank products and services including, but not limited to, deposits, loans, and electronic banking
Demonstrate ownership of customer concerns and follow through to resolution
Serve as a liaison between customers and business units as necessary to address account issues
Follow established policies and procedures related to maintaining customer confidentiality
Identify and recognize when escalation is needed to improve customer experience. Refer calls to the appropriate individual, branch or department when necessary
Maintain customer correspondence through email and/or online banking secure messaging
Process transactions as requested by the customer including transfers
Support and promote the use of online, mobile and bill payment banking services
May back up Receptionist duties for Main Office and Operations Building lobbies
Respond to branch inquiries via phone, email, service events, and/or ticketing, in a professional, knowledgeable, and timely manner
Identify and assist with implementation of process improvements to enhance accuracy and efficiency of department processes
Assist with special projects as directed by Management
Attend training as requested
Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program
Participate in outside community activities as required
Perform other duties as assigned
Qualification
Required
High school diploma or GED
1 year of experience in related role preferred
Bank experience preferred
Proficient with Microsoft Office and other standard software applications
Ability to navigate multiple computer applications while engaged in conversation with customers
Excellent organization and communication skills including active listening
Ability to interact in a helpful and professional manner
Critical thinking and analytical skills
High standards for integrity, honesty, professionalism, and work ethic
Commitment to service excellence
Ability to multitask
Ability to work independently while demonstrating excellent follow through
Demonstrate flexible and efficient time management and ability to prioritize workload and meet deadlines
Ability and willingness to work with purpose and a strong sense of urgency
Self-motivated, positive, and enthusiastic
Self-starter with a desire to exceed expectations
Maintain confidentiality discretion
Ability to interact with customers and employees in a friendly and professional manner
Ability to effectively work in collaboration with others to achieve business objectives
Willing to grow and be challenged
Company
Wilson Bank & Trust
Wilson Bank & Trust is a community bank located in Tennessee.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
John McDearman III
Chief Executive Officer
LISA POMINSKI
Exec VP/CFO
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